Our Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This role supports both clients and advisors with a focus on addressing inquiries, managing client accounts, and ensuring smooth operations. The individual will handle day-to-day client requests, manage paperwork, and assist with account transactions, working closely with senior team members to maintain a high standard of service.

This is a full-time, non-exempt position based in our Roseville office and requires five days per week on-site. This position has an expected base salary ranging from $70k-$78k, with the potential for an annual bonus based on the employees' performance and the companies.

DUTIES AND RESPONSIBILITIES

• Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner
• Coordinate and manage client appointments, ensuring all logistics and documentation are prepared
• Process client requests, including account transactions, and paperwork in compliance with firm procedures
• Support the onboarding process for new clients, ensuring a smooth and positive first experience
• Work with custodians and internal teams to resolve any issues related to account maintenance, transfers, or service requests
• Provide notary services for client transactions as needed
• Assist in maintaining accurate client records and ensure all documentation is up to date
• Work with financial advisors to understand client preferences and goals and help relay that information accurately

QUALIFICATIONS

• 5-8 years of experience in a client-facing administrative role within the financial services industry
• BS/BA degree preferred – GED required
• Strong communication skills with the ability to manage client relationships
• Experience with CRM systems
• Knowledge of regulatory requirements and industry best practices is a plus
• Detail-oriented with a strong focus on accuracy
• Ability to multitask and prioritize in a fast-paced environment
• Proficiency with Microsoft Office Suite

PHYSICAL REQUIREMENTS

• Works in an office environment
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences

Role Summary

Our Medical Assistants engage with our patients day-in and out and they are vital to the patient experience. They are caring, compassionate, and work well together as a team. They work closely with our Physicians to provide exceptional patient care. Our Medical Assistants will also support front desk duties. 

Some day-to-day duties include:

• Greeting patients
• Collecting patient payments
• Rooming patients
• Obtaining vitals
• Performing phlebotomy
• Scheduling appointments
• Maintaining a clean clinic
• Assisting physicians during clinic procedures (Saline sonograms, IUI and more!)

Education, Licenses, Certifications

• Bachelor's Degree preferred
• Certified Medical Assistant Certification preferred
• Current BLS Certification
• CPT1 certification required

Employment Type

This is a full-time non-exempt onsite position that requires early hours, rotational weekends and holidays. 

Compensation

The salary range for this role is $22-26/hr. Salary is based on several factors including job related knowledge and skill set, depth of experience, certifications and/or degrees. 

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